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INew HireLaunchpadNPAGNORTH POINT ADVISOR GROUP | NEW HIRE LAUNCHPAD

IINPAGIt's great tohave you onboard!This is the start of an exciting journey.

Client Services TeamAdvisory Program TeamFinancial Planning TeamEmployer Plan TeamAccounting & Tax ServicesNorth Point Advisor Group takes a team approach to providing Advisors with thetools and resources they need to be able to serve their clients. Our teams play a vital role in who we are, and how we do business. Get to know thedifferent teamsGet to know the different teamsIIINPAG

IVClient ServicesTeamHeidi Steffen - Administrative Manager (BIO)Joel Spitzer - Client Service Associate (BIO)Maegan Dolfay - Client Service Associate (BIO)Emily Parker - Client Service Associate (BIO)The client services team is at the forefront of providingboth clients and Advisors with optimal support andcare. NPAG

IVAdvisoryProgramBoard Members - David Hopkins, Mike DolezalSteve Hoffman - Chief Investment Officer (BIO)David Guild - Trader (BIO)Matt Laciskey - Trader (BIO)This program was created to provide the participatingadvisors a turn-key solution to their advisory accountneeds. The program’s models align with long-terminvestment objectivesNPAG

IVFinancialPlanning TeamMatt Laciskey - Associate Advisor (BIO)David Guild - Paraplanner (BIO)You're joining a highly dynamic bunch.NPAG

IVEmployer PlanTeam Jason Kell - Director of Employer Plan Services (BIO)Matt Laciskey - Plan Participant Advisor (BIO)David Guild - Plan Participant Advisor (BIO)You're joining a highly dynamic bunch.NPAG

IVAccounting &Tax ServicesErik Oslund - Tax Manager (BIO)Kennedy Johannsen - Tax Paraplanner (BIO)Steve Sadecki - Staff Accountant (BIO)You're joining a highly dynamic bunch.NPAG

IVAdvisorsMike Dolezal - Senior Advisor (BIO)David Hopkins - Senior Advisor (BIO)Paul Woita - Senior Advisor (BIO)Jeffrey Kolodjski - Senior Advisor (BIO)April Breheim - Senior Advisor (BIO)Matt Olson - Senior Advisor (BIO)Sheri Sorensen - Associate Advisor (BIO)Matt Laciskey - Associate Advisor (BIO)You're joining a highly dynamic bunch.NPAG

IVOperationsAmanda Bryant - Director of Operations (BIO)Heidi Steffen - Administrative Manager (BIO)Michayla Thielen - Administrative Coordinator (BIO)You're joining a highly dynamic bunch.NPAG

VCore ValuesDo the right thingDo what is best for thegood of the whole.Pursue ExcellencePursue continual growth inyour field.Own ItBe accountable foryour words, your actions and the results.We/MePrioritize the successof the team.Be Optimistic Show gratitude and believe in a positivefuture.

VI NORTH POINT ADVISOR GROUP| NEW HIRE LAUNCHPADWhy We ExistOur Why: Improving People's LivesOur Focus: Delivering a superior client experience

VIINPAGYourContributionRoles and responsibilitiesAdministrative Coordinator:Data aggregation and organization utilizing our internal systems and technology.Project implementation and follow through. Research and presentation of finding on specific project topics as outlined by Director ofOperations.Internal and external communication for specific project outcomes as outlined byDirector of Operations.Client Serice Associate backfill. Office telephone support. Coordinating marketing campaigns.Copyright editing for the marketing team.

Welcome to Day 1Activity LineupAccomplish paperworkand protocolsMeet with your team lead and completeemployee onboarding paperworkTour the officeand facilitiesGet to know your new surroundings withyour Team Lead.Set up work stationand email accessMake your spot belong to you! You'reencouraged to bring personal photosand items that will make your newworkspace feel more like YOU.

Welcome to Day 1IXExplore online dashboard and toolsTeam Lead will introduce you to the technology you will beutilizing daily. (Links provided in slides below)NORTH POINT ADVISOR GROUP | NEW HIRE LAUNCHPADGet familiar with the training portalYour Team Lead will provide you with a list of required trainings.They will guide you to the different portals and where toaccess/sign up for the trainings. ACTIVITY LINEUP

VI NORTH POINT ADVISOR GROUP| NEW HIRE LAUNCHPADOffice Coordinator Training Week 1:NPAG: Telephone ProceduresLPL: Security & PrivacyLPL: Anti-Money Laundering & Financial CrimesLPL: Working with Senior and Vulnerable AdultsLPL: Account View Getting StartedRedtail: Navigation, Users & TeamsRedtail: Calendar & ActivitiesRedtail: Site Preferences & IntegrationsNPAG: Set Weekly Phone Call with Amanda B. Week 2:NPAG: Telephone ProceduresLPL: Account View: Getting StartedLPL: ClientWorks: Account TransfersLPL: Processing Move Money RequestsLPL: New Account Opening FundamentalsEOS: BookNPAG: Daily tasks, projects & expectations NPAG: Set weekly L10 scheduleNPAG: Start first project Week 3:NPAG: Calendar Procedures LPL: Compliance Overview LPL: Branch Office Security PolicyNPAG: Meet with each team lead to discuss their teamWeek 4:NPAG: Telephone & Calendar ProceduresNPAG: Compliance Assistant ProceduresNPAG: Any necessary ongoing trainings!

Your First OneHundred DaysNORTH POINT ADVISOR GROUP | NEW HIRE LAUNCHPADNPAGInitial onboarding & trainingComplete all required onboardingprocedures and required training as outlinedpreviously. 60 Day Review & BenefitsEnrollmentAfter 60 days, we'll complete a review, goover your performance so far, expectationsfor the future and enroll in any eligiblebenefits. Managing daily itemsindividuallyOnce training has been completed, youshould be able to manage most of your dailytasks and activities as well as assignedprojects. Reaching out for help whenneeded.

Welcome to North Point!Michael DolezalChief Executive OfficerBIODavid HopkinsPChief Business DevelopmentOfficeBIO

Resources & LinksAnvil: https://app.useanvil.com/org/northpointadvisorgroupWebsite: www.northpointadvisorgroup.com Redtail: https://smf.crm3.redtailtechnology.comClientWorks: https://clientworks.lpl.com/Bloom/EOS Tool: https://traction.tools/Workforce: https://myapps.paychex.com/

NPAGDo you haveany questions?We're always here for youinfo@northpointadvisorgroup.comZIMCORE HUBS | NEW HIRE LAUNCHPADXIV